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Global X FinTech ETF

113 hedge funds and large institutions have $147M invested in Global X FinTech ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,613% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $8K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $106M → $147M (+$41.8M)

9% more funds holding

Funds holding: 104113 (+9)

5.01% more ownership

Funds ownership: 31.62%36.63% (+5%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
43
Closed
9
Calls
$1.1M
Puts
$8K
Net Calls
+$1.09M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$30.8M -$877K -40,822 -3%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M +$5.62M +261,724 +90%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.3M +$7.75M +360,938 +848%
UBS Group
4
UBS Group
Switzerland
$9.21M +$158K +7,341 +2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$8.49M +$2.39M +111,280 +50%
Jane Street
6
Jane Street
New York
$6.03M -$2.24M -104,329 -31%
Bank of America
7
Bank of America
North Carolina
$5.56M -$473K -22,039 -9%
SAS
8
Stelac Advisory Services
New York
$4.65M -$262K -12,187 -6%
LPL Financial
9
LPL Financial
California
$4.5M -$115K -5,355 -3%
BFA
10
BBJS Financial Advisors
Washington
$4.45M -$1.02M -47,363 -21%
Wells Fargo
11
Wells Fargo
California
$3.91M -$1.23M -57,427 -27%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$3.67M -$298K -13,895 -9%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.57M +$111K +5,183 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.45M -$122K -5,686 -6%
RJA
15
Raymond James & Associates
Florida
$2.25M -$27.9K -1,299 -1%
MA
16
MONECO Advisors
Connecticut
$1.95M +$1.64M +76,158 New
IA
17
Insight Advisors
Pennsylvania
$1.8M +$186K +8,668 +14%
ES
18
Eagle Strategies
New York
$1.46M +$2.58K +120 +0.2%
CW
19
CreativeOne Wealth
Kansas
$1.42M -$403K -18,753 -25%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.35M +$257K +11,971 +29%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.31M -$147K -6,857 -12%
Ameriprise
22
Ameriprise
Minnesota
$1.3M -$91.3K -4,249 -8%
KWM
23
Kingsview Wealth Management
Oregon
$1.14M +$960K +44,702 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.12M -$166K -7,708 -15%
Citigroup
25
Citigroup
New York
$1.09M +$36.7K +1,711 +4%

FINX Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X FinTech ETF (FINX) for Q4 2023, worth a combined $147M — up 40% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FINX positions and 9 closed out — a net gain of 10 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.75M. The largest seller was Jane Street, cutting an estimated $2.24M.

  • 113 institutional investors held Global X FinTech ETF (FINX) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $147M of Global X FinTech ETF stock for Q4 2023, up 40% quarter-over-quarter.
  • 19 funds opened new Global X FinTech ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest Global X FinTech ETF buyer in Q4 2023 was Osaic Holdings, an estimated $7.75M added.
  • The largest Global X FinTech ETF seller in Q4 2023 was Jane Street, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.